We’ll use this complimentary time to get to know you, uncover your financial goals and needs and determine if we’re a good fit for one another. This consultation includes a worksheet, which we’ll send once we get started.
Following our initial consultation, we’ll develop a rough draft proposal for you to review. Depending on our engagement, this may include an investment proposal, retirement income plan or comprehensive financial plan.
Our final financial plan review will assess where you currently stand with respect to your financial goals and will map out the steps necessary to reduce overall risk and increase the likelihood that you’ll reach your goals.
After completing our comprehensive planning process, we’ll work with you to implement our recommended plan.
We conduct quarterly or annual reviews based on your specific needs and are always available as needed with an open door policy.